AlphaCore Capital’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

AlphaCore Capital’s Portfolio VOT Stock Details VOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$154K	Sell	528 -1	-0.2%	-$300	﹤0.01%	1339
2026 Q2	$162K	Sell	529 -1,381	-72%	-$398K	﹤0.01%	1146
2026 Q1	$492K	Buy	1,910 +1,381	+261%	+$379K	0.01%	550
2025 Q4	$148K	Buy	529 +303	+134%	+$86.7K	﹤0.01%	1036
2025 Q3	$66.5K	Hold	226	–	–	﹤0.01%	844
2025 Q2	$64.4K	Hold	226	–	–	﹤0.01%	787
2025 Q1	$55.3K	Buy	+226	New	+$58.8K	﹤0.01%	580

Other funds holding VOT

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

AlphaCore Capital's VOT Position: Q3 2026 in Review

AlphaCore Capital reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.19% in Q3 2026, selling an estimated $300 and leaving 528 shares worth $154K. The position accounts for ﹤0.01% of the portfolio, ranked #1339.

AlphaCore Capital first reported a position in VOT in Q1 2025 and has held it in 7 quarters since. The position peaked at $492K in Q1 2026. 737 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

AlphaCore Capital held 528 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $154K as of Q3 2026.
AlphaCore Capital sold 1 Vanguard Morningstar Mid-Cap Growth ETF share in Q3 2026, an estimated $300.
Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q3 2026, its #1339 holding.
AlphaCore Capital first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2025 and has held it in 7 quarters since.
AlphaCore Capital's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $492K in Q1 2026.
737 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on AlphaCore Capital's 13F filing for Q3 2026, filed 4 Nov 2026.